Group 1 - The A-share market saw a collective decline on January 8, with the computer ETF (159998) achieving a trading volume exceeding 120 million yuan, and stocks like Baoxin Software, Weining Health, and Zhongke Xingtu leading in gains [1] - The computer ETF has experienced a net inflow of nearly 160 million yuan over the past five days, indicating strong investor interest [1] - The ETF tracks the CSI Computer Theme Index, which includes stocks from companies involved in information technology services, application software, system software, and computer hardware [1] Group 2 - Zhongtai Securities forecasts an improvement in the computer sector's fundamentals due to macroeconomic recovery, AI application implementation, and personnel adjustments, with institutional holdings at historical lows suggesting potential future growth [2] - Huatai Securities anticipates a significant increase in AI computing power demand by 2026, highlighting investment opportunities in both domestic and overseas computing supply chains [2] - In the optical communication sector, demand for 800G and 1.6T optical modules is expected to rise rapidly by 2026, benefiting leading manufacturers and upstream core material segments like optical chips [2]

智通财经1月7日讯（编辑 赵昊）周三（1月7日）美股盘前，三大指数期货涨跌不一。 截至发稿，道琼斯指数期货涨0.16%，标普500指数期货跌0.02%，纳斯达克100指数期货跌0.22%。 | 名称 ▼ | 月 ▼ | 最新 | 报 | 最低 | 涨跌额 ▼ | 涨跌幅 ▼ | 时间 ▼ | | --- | --- | --- | --- | --- | --- | --- | --- | | = US 30 | | 49,539.80 | 49,561.10 | 49,459.10 | +77.70 | +0.16% | 21:35:56 0 | | = US 500 | | 6,943.10 | 6,948.80 | 6.932.60 | -1.70 | -0.02% | 21:35:56 0 | | = US Tech 100 | | 25,583.80 | 25,657.30 | 25,540.20 | -55.90 | -0.22% | 21:35:56 0 | 个股方面，稀土概念有所走强，Critical Metals盘前涨近7%，MP Materials涨超1%。生物制药公司Ventyx飙升约5 ...